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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,579 | $110,278+104.6% | $95,740+135.6% | $139,466+61.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.82% | 27.19%-6.4pp | 28.41%-7.6pp | 373.66%-352.8pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $11,799 | $4,674+152.4% | $4,244+178.0% | $6,712+75.8% |
| Admin fee / account holder | $2,068 | $6,613-68.7% | $5,676-63.6% | $11,409-81.9% |